_____ Today let's address some common myths and misconceptions about the U.S. stock markets. These are very common beliefs - don't feel bad if you recognize one or more of…
Elliott Weir, CFPSeptember 6, 2019
They Can Keep Bubbles From Forming - Just Be Ready for Them! With the stock market’s historic growth that began in early 2009, many believe a 10% pullback may be…
Elliott Weir, CFPDecember 14, 2018
The Stock Market Beats All Three Over Long Periods of Time Tempted to stash your money in a bank CD? Or maybe under your mattress? Think either one of them…
Elliott Weir, CFPJune 1, 2018
Weddings are a wonderful celebration and they are great for catching up with old friends. But I’ve noticed a few trends lately and I thought I would put together some…
Elliott Weir, CFPMarch 9, 2018
Stock markets have been on a wild ride recently, plunging one day and then soaring the next. Pundits have offered many reasons for the biggest stock market swoon in two…
Elliott Weir, CFPFebruary 23, 2018
Myth: When evaluating your investments, a higher average rate of return always means you will have more money in the future. Fact: It's possible to have more money making 5%/year…
Elliott Weir, CFPFebruary 2, 2018
Should you incorporate any of these into your investing strategy? The January Effect The January Effect was first noticed by investment banker Sidney Wachtel in 1942 and the theory proposes…
Elliott Weir, CFPJanuary 3, 2018
Old age should come with a caution label for many reasons. Most of us expect to live longer than our parents or grandparents. And with longer life come difficulties –…
Elliott Weir, CFPNovember 17, 2017
The IRS wants what's coming to them... Many people who have been contributing to Individual Retirement Accounts (IRAs) for years have watched their account balances grow through tax-deferred accumulation. However,…
Elliott Weir, CFPSeptember 29, 2017
The uphill battle against our own minds Humans like to think that every decision we make has a completely rational basis. We believe good reasons exist for the food we…
Elliott Weir, CFPSeptember 8, 2017
Strap on your egghead hat and let's review another reason to invest outside the U.S.! For the first half of 2017, if you invested overseas, you were rewarded more so…
Elliott Weir, CFPAugust 25, 2017
Many financial advisers and pundits tell investors to take on as much investment risk as they can take. Is that always the best idea for you? Mary sits down with…
Elliott Weir, CFPNovember 16, 2015
When considering whether to buy an annuity, you will likely read glowing praises from sales materials and dire warnings from some in the media. How can you evaluate this "boogeyman"…
Elliott Weir, CFPJune 2, 2014
There is no lack of ideas on what to evaluate when deciding whether to buy or sell a stock or mutual fund, whether to invest or "sit on the sidelines",…
Elliott Weir, CFPMay 21, 2014
Few investment questions stir up more debate than whether it is better to invest with managers trying to beat an index ("active managers") or better to simply track the index…
Elliott Weir, CFPMay 14, 2014
Have the movies and the media convinced you that danger lurks around every corner on Wall Street? By taking a smart approach, you can shield yourself from letting a rotten…
Elliott Weir, CFPMarch 6, 2014
Do you find yourself comparing your portfolio performance to the S&P 500 and NASDAQ performance you hear in so many places? Is that the best yardstick to see if you…
Elliott Weir, CFPFebruary 28, 2014
Some authors and pundits believe that the retirement of Baby Boomers from the workforce will have dire consequences on the stock market since they will be selling, not buying. How…
Elliott Weir, CFPDecember 9, 2013
Mutual funds are a widely popular form of investing in the financial markets, and can be found in many 401(k), IRA, Roth IRA, and brokerage accounts. They can provide…
Elliott Weir, CFPOctober 28, 2013